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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $280,674 |
SEYFARTH SHAW LLP8+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $198,888 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 80-0618452 | Investment Management | $122,023 |
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $106,387 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $104,524 |
MEKETA INVESTMENT GROUP8+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $60,000 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Float revenue; Soft dollars commissio... | $33,111 |
HENNINGFIELD & ASSOCIATES, INC.8+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $23,500 |
T R PAUL INC.8+ years Filed as: PAUL, HASTINGS, JANOFSKY ET AL Service code 29 · EIN 95-2209675 | Legal | $19,060 |
ULLICO8+ years Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $11,796 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -11.22% | 2.78%-14.0pp | -10.12%-1.1pp | 2.78%-14.0pp |
| Employer contribution / active EE | $29,290 | $15,276+91.7% | $47,166-37.9% | $15,276+91.7% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |